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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,024 | $148,629-90.6% | $135,982-89.7% | $139,487-89.9% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 25.13% | 79.33%-54.2pp | 68.32%-43.2pp | 373.84%-348.7pp |
| Employer contribution / active EE | $1,330 | $5,247-74.7% | $4,859-72.6% | $4,755-72.0% |
| Participant deferral / active EE | $2,686 | $8,102-66.9% | $7,760-65.4% | $6,713-60.0% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |